SFMG Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $974K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $833K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $763K | Sell |
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|
2020
Q4 | $732K | Buy |
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|
2020
Q3 | $740K | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $234K | Buy |
|